IMA Advisory Services, Inc. Q2 2022 Filing

Filed August 18, 2022

Portfolio Value

$408.6M

Holdings

323

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (323 positions)

#StockSharesValue% PortfolioType
101
ADPAUTOMATIC DATA PROCESSING IN
3,500$735K0.18%
102
SPYSPDR S&P 500 ETF TR
1,893$714K0.17%
103
MDBMONGODB INC
2,600$675K0.17%
104
FTVFORTIVE CORP
11,960$650K0.16%
105
SBUXSTARBUCKS CORP
8,178$625K0.15%
106
SCHVSCHWAB STRATEGIC TR
9,531$595K0.15%
107
IRTCIRHYTHM TECHNOLOGIES INC
5,400$583K0.14%
108
IEIISHARES TR
4,410$526K0.13%
109
ADBEADOBE SYSTEMS INCORPORATED
1,438$526K0.13%
110
TREXTREX CO INC
9,600$522K0.13%
111
KOCOCA COLA CO
8,012$504K0.12%
112
ECLECOLAB INC
3,150$484K0.12%
113
NDQINVESCO QQQ TR
1,684$472K0.12%
114
MBBISHARES TR
4,620$450K0.11%
115
BMYBRISTOL-MYERS SQUIBB CO
5,782$445K0.11%
116
GQ9SPDR GOLD TR
2,600$438K0.11%
117
HDHOME DEPOT INC
1,575$432K0.11%
118
ROKROCKWELL AUTOMATION INC
2,150$429K0.10%
119
SHYISHARES TR
5,160$427K0.10%
120
ORLYOREILLY AUTOMOTIVE INC
642$406K0.10%
121
IJHISHARES TR
1,777$402K0.10%
122
SYKSTRYKER CORPORATION
2,000$398K0.10%
123
IBMINTERNATIONAL BUSINESS MACHS
2,724$385K0.09%
124
RSPFINVESCO EXCHANGE TRADED FD T
7,106$378K0.09%
125
ITOTISHARES TR
4,353$365K0.09%
126
PODDINSULET CORP
1,535$335K0.08%
127
SWSSMITH & WESSON BRANDS INC
25,000$328K0.08%
128
MAMASTERCARD INCORPORATED
1,011$319K0.08%
129
KMXCARMAX INC
3,000$271K0.07%
130
ABTABBOTT LABS
2,441$265K0.06%
131
PEPPEPSICO INC
1,592$265K0.06%
132
BABOEING CO
1,856$254K0.06%
133
SCHPSCHWAB STRATEGIC TR
4,287$239K0.06%
134
CWBSPDR SER TR
3,702$239K0.06%
135
TXNTEXAS INSTRS INC
1,496$230K0.06%
136
TAT&T INC
10,293$216K0.05%
137
EVRGEVERGY INC
3,289$215K0.05%
138
FBCUSDFLAGSTAR BANCORP INC
6,059$215K0.05%
139
BACVERIZON COMMUNICATIONS INC
4,042$205K0.05%
140
WDAYWORKDAY INC
1,450$202K0.05%
141
IWFISHARES TR
910$199K0.05%
142
HELEHELEN OF TROY LTD
1,201$195K0.05%
143
APLSAPELLIS PHARMACEUTICALS INC
4,000$181K0.04%
144
FHIFEDERATED HERMES INC
5,683$181K0.04%
145
CUTINVESCO EXCH TRADED FD TR II
5,555$172K0.04%
146
CNCCENTENE CORP DEL
2,012$170K0.04%
147
AMTAMERICAN TOWER CORP NEW
664$170K0.04%
148
CPBCAMPBELL SOUP CO
3,200$154K0.04%
149
FDXFEDEX CORP
671$152K0.04%
150
SEBSEABOARD CORP DEL
39$151K0.04%
151
DWDMORGAN STANLEY
1,966$150K0.04%
152
DYDYCOM INDS INC
1,567$146K0.04%
153
APDAIR PRODS & CHEMS INC
595$143K0.03%
154
UHTUNIVERSAL HEALTH RLTY INCOME
2,650$141K0.03%
155
ADMARCHER DANIELS MIDLAND CO
1,821$141K0.03%
156
GWREGUIDEWIRE SOFTWARE INC
1,900$135K0.03%
157
CMCSACOMCAST CORP NEW
3,350$131K0.03%
158
EPDENTERPRISE PRODS PARTNERS L
5,240$128K0.03%
159
LECOLINCOLN ELEC HLDGS INC
1,025$126K0.03%
160
HURNHURON CONSULTING GROUP INC
1,906$124K0.03%
161
AMGNAMGEN INC
479$117K0.03%
162
GPNGLOBAL PMTS INC
1,000$111K0.03%
163
UNPUNION PAC CORP
520$111K0.03%
164
QCOMQUALCOMM INC
845$108K0.03%
165
TSLATESLA INC
155$104K0.03%
166
WFC 7.5 PERP LWELLS FARGO CO NEW
85$103K0.03%
167
BAC 7.25 PERP LBK OF AMERICA CORP
85$102K0.02%
168
MCDMCDONALDS CORP
399$99K0.02%
169
EQBKEQUITY BANCSHARES INC
3,220$94K0.02%
170
SJMSMUCKER J M CO
732$94K0.02%
171
LYBLYONDELLBASELL INDUSTRIES N
1,062$93K0.02%
172
TFCTRUIST FINL CORP
1,961$93K0.02%
173
COSTCOSTCO WHSL CORP NEW
192$92K0.02%
174
CLCOLGATE PALMOLIVE CO
1,110$89K0.02%
175
EXPEEXPEDIA GROUP INC
874$83K0.02%
176
HTLFEURHEARTLAND FINL USA INC
1,962$82K0.02%
177
FEPFIRST TR EXCH TRD ALPHDX FD
2,625$82K0.02%
178
PEYINVESCO EXCHANGE TRADED FD T
4,000$82K0.02%
179
HQHTEKLA HEALTHCARE INVS
4,194$78K0.02%
180
TRVTRAVELERS COMPANIES INC
451$76K0.02%
181
AQLTISHARES TR
1,182$70K0.02%
182
AOUTAMERICAN OUTDOOR BRANDS INC
6,250$59K0.01%
183
DFEWISDOMTREE TR
1,000$55K0.01%
184
WSOWATSCO INC
225$54K0.01%
185
POOLPOOL CORP
149$52K0.01%
186
GOOGALPHABET INC
24$52K0.01%
187
WRKUSDWESTROCK CO
1,311$52K0.01%
188
CAHCARDINAL HEALTH INC
946$49K0.01%
189
MORNMORNINGSTAR INC
200$48K0.01%
190
NTRNUTRIEN LTD
592$47K0.01%
191
ZBHZIMMER BIOMET HOLDINGS INC
452$47K0.01%
192
DVNDEVON ENERGY CORP NEW
829$46K0.01%
193
XLKSELECT SECTOR SPDR TR
350$44K0.01%
194
UNFIUNITED NAT FOODS INC
1,092$43K0.01%
195
OKEONEOK INC NEW
739$41K0.01%
196
HN9HANESBRANDS INC
3,752$39K0.01%
197
PORPORTLAND GEN ELEC CO
786$38K0.01%
198
VOCVOC ENERGY TR
5,800$37K0.01%
199
LBTYBLIBERTY GLOBAL PLC
1,670$37K0.01%
200
GEGENERAL ELECTRIC CO
558$36K0.01%
PreviousPage 2 of 4Next